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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Kimelman & Baird, LLC

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0000890163-25-000009

Total Value
$1.23B
Positions
342
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (342)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO.VYLD244,063$70.8M5.76%
2COSTCO WHSL CORP NEW22160K10562,677$62.0M5.05%
3MICROSOFT CORPMSFT124,280$61.8M5.03%
4AMAZON COM INCAMZN276,978$60.8M4.95%
5APPLE INCAAPL293,968$60.3M4.91%
6COPART INCCPRT1,222,165$60.0M4.88%
7WASTE MGMT INC DEL94106L109209,790$48.0M3.91%
8BLACKSTONE INCBX316,392$47.3M3.85%
9MASTERCARD INCORPORATEDMA80,430$45.2M3.68%
10HOME DEPOT INCHD118,118$43.3M3.53%
11TJX COS INC NEW872540109335,623$41.4M3.37%
12VISA INCV107,165$38.0M3.10%
13BANK AMERICA CORP060505104791,932$37.5M3.05%
14WASTE CONNECTIONS INCWCN187,532$35.0M2.85%
15ELI LILLY & COLLY44,283$34.5M2.81%
16UBER TECHNOLOGIES INCUBER334,622$31.2M2.54%
17INTERNATIONAL BUSINESS MACHSINTR103,765$30.6M2.49%
18ALPHABET INCGOOG171,068$30.1M2.45%
19HONEYWELL INTL INC438516106128,082$29.8M2.43%
20OWENS CORNING NEWOC204,741$28.2M2.29%
21UNION PAC CORPUNP102,304$23.5M1.92%
22OPENLANE INCOPLN798,502$19.5M1.59%
23DOVER CORPDOV96,000$17.6M1.43%
24LINDE PLCLIN34,440$16.2M1.32%
25DISNEY WALT CO254687106129,050$16.0M1.30%
26NORFOLK SOUTHN CORP65584410856,880$14.6M1.19%
27UNITED PARCEL SERVICE INCUPS135,994$13.7M1.12%
28MERCK & CO INCMRK162,450$12.9M1.05%
29NIKE INCNKE180,556$12.8M1.04%
30MEDTRONIC PLCMDT138,991$12.1M0.99%
31EXXON MOBIL CORPXOM97,589$10.5M0.86%
32EMERSON ELEC COEMR68,585$9.1M0.74%
33NVIDIA CORPORATIONNVDA57,171$9.0M0.74%
34DIGIMARC CORP NEWDMRC640,851$8.5M0.69%
35MCDONALDS CORPMCD27,320$8.0M0.65%
36MARVELL TECHNOLOGY INCMRVL80,315$6.2M0.51%
37CAMDEN NATL CORP133034108147,811$6.0M0.49%
38M & T BK CORP55261F10429,950$5.8M0.47%
39ABBVIE INCABBV31,070$5.8M0.47%
40CHEVRON CORP NEWCVX37,660$5.4M0.44%
41NUCOR CORPNUE37,550$4.9M0.40%
42NEXTERA ENERGY INCNEE-PW68,424$4.7M0.39%
43SHELL PLCRYDAF66,176$4.7M0.38%
44ALPHABET INCGOOG23,404$4.2M0.34%
45AMGEN INCAMGN14,790$4.1M0.34%
46STERIS PLCSTE15,402$3.7M0.30%
47ABBOTT LABSABLZF23,639$3.2M0.26%
48PROCTER AND GAMBLE CO74271810919,670$3.1M0.26%
49MARSH & MCLENNAN COS INC57174810212,795$2.8M0.23%
50GE AEROSPACE36960430110,324$2.7M0.22%
51TRAVELERS COMPANIES INCTRV8,536$2.3M0.19%
52SENSIENT TECHNOLOGIES CORPSXT17,250$1.7M0.14%
53PHILIP MORRIS INTL INC7181721099,293$1.7M0.14%
54SPDR GOLD TRGLD5,490$1.7M0.14%
55CISCO SYS INCCSCO24,006$1.7M0.14%
56JOHNSON & JOHNSONJNJ10,396$1.6M0.13%
57MONDELEZ INTL INC60920710523,355$1.6M0.13%
58KIMCO RLTY CORP49446R10973,125$1.5M0.13%
59ECOLAB INCECL5,658$1.5M0.12%
60UNILEVER PLCUNLYF21,600$1.3M0.11%
61SEAGATE TECHNOLOGY HLDNGS PLSE9,025$1.3M0.11%
62SYSCO CORPSYY16,599$1.3M0.10%
63MINERALS TECHNOLOGIES INCMTX22,782$1.3M0.10%
64COMCAST CORP NEWCCZ34,778$1.2M0.10%
65EOG RES INCEOG10,095$1.2M0.10%
66VISTRA CORPVST6,200$1.2M0.10%
67PFIZER INCPFE46,366$1.1M0.09%
68KROGER COKR15,300$1.1M0.09%
69GE VERNOVA INCGEV2,052$1.1M0.09%
70BRISTOL-MYERS SQUIBB COCELG-RI21,247$983,5240.08%
71TRANE TECHNOLOGIES PLCTT2,190$957,9280.08%
72DUPONT DE NEMOURS INCDD12,824$879,5990.07%
73FIRST BANCORP INC MEFNLC34,125$867,1170.07%
74NOVARTIS AGNVSEF6,850$828,9190.07%
753M COMMM5,400$822,0960.07%
76SPDR INDEX SHS FDS78463X54114,500$786,4800.06%
77META PLATFORMS INCMETA1,027$758,0190.06%
78UTZ BRANDS INCUTZ54,484$683,7750.06%
79WENDYS CO95058W10058,728$670,6740.05%
80GENUINE PARTS COGPC5,500$667,2050.05%
81QUALCOMM INCQCOM4,100$652,9660.05%
82NEWS CORP NEWNWSLL21,937$651,9680.05%
83GENERAL MLS INC37033410411,942$618,7160.05%
84CONOCOPHILLIPSCOP6,850$614,7190.05%
85PALO ALTO NETWORKS INCPANW3,000$613,9200.05%
86COCA COLA COKO8,170$578,0600.05%
87NISOURCE INCNI13,950$562,7430.05%
88KIMBERLY-CLARK CORPKMB4,350$560,8020.05%
89LUMENTUM HLDGS INCLITE5,874$558,3830.05%
90INTERNATIONAL FLAVORS&FRAGRA4595061017,114$523,2350.04%
91FULLER H B COFUL8,650$520,2980.04%
92DOW INCDOW19,363$512,7330.04%
93NETFLIX INCNFLX375$502,1740.04%
94CORTEVA INCCTVA6,651$495,7000.04%
95QUAKER HOUGHTON7473161073,982$445,7460.04%
96SMURFIT WESTROCK PLCSW10,250$442,2880.04%
97SMUCKER J M CO8326964054,500$441,9000.04%
98FMC CORPFMC10,000$417,5000.03%
99HESS CORPHESM3,000$415,6200.03%
100WALMART INCWMT4,178$408,5670.03%
101AMERICAN EXPRESS COAXP1,250$398,7250.03%
102VANGUARD INDEX FDS922908363681$386,8300.03%
103TELEFLEX INCORPORATEDTFX3,198$378,4980.03%
104INTERNATIONAL PAPER CO4601461038,000$374,6400.03%
105PEPSICO INCPEP2,802$369,9110.03%
106WILLIAMS SONOMA INCWSM2,144$350,1980.03%
107SPDR S&P 500 ETF TRSPY557$344,1430.03%
108COLGATE PALMOLIVE COCL3,500$318,1500.03%
109TEXAS INSTRS INC8825081041,500$311,4300.03%
110BALL CORPBALL5,265$295,3140.02%
111FRESENIUS MEDICAL CARE AGFMCQF9,734$278,1010.02%
112EVERGY INCEVRG4,031$277,8570.02%
113BERKSHIRE HATHAWAY INC DELBRK-A500$242,8850.02%
114ADOBE INCADBE619$239,4790.02%
115ASHLAND INCASH4,728$237,7240.02%
116ARCHER DANIELS MIDLAND COADM3,966$209,3260.02%
117EQT CORPEQT3,375$196,8300.02%
118ENBRIDGE INCENNPF4,220$191,2510.02%
119SHOPIFY INCSHOP1,500$173,0250.01%
120BLACKROCK MUNIVEST FD INCBLK26,032$171,2880.01%
121LCNB CORPLCNB11,500$167,0950.01%
122ALTRIA GROUP INCMO2,779$162,9460.01%
123DUKE ENERGY CORP NEWDUKB1,332$157,1760.01%
124MARATHON PETE CORPMARA942$156,4760.01%
125BANK NEW YORK MELLON CORP0640581001,700$154,8870.01%
126KINDER MORGAN INC DELEP-PC5,211$153,2040.01%
127CONAGRA BRANDS INCCAG7,220$147,7940.01%
128ISHARES TR4642875072,250$139,5450.01%
129KEYCORP4932671088,000$139,3600.01%
130EATON CORP PLCETN387$138,1560.01%
131BLACKROCK MUNIVEST FD II INCBLK13,238$136,6120.01%
132VANGUARD WHITEHALL FDS921946406939$125,1790.01%
133AT&T INCT-PC4,252$123,0530.01%
134WATTS WATER TECHNOLOGIES INCWTS500$122,9450.01%
135TESLA INCTSLA375$119,1230.01%
136KEURIG DR PEPPER INCKDP3,512$116,1070.01%
137VANGUARD INDEX FDS922908736261$114,4230.01%
138WESTLAKE CORPORATIONWLK1,500$113,8950.01%
139SEMPRASREA1,500$113,6550.01%
140VANGUARD INDEX FDS922908744641$113,2910.01%
141JBT MAREL CORPORATIONJBTM900$108,2340.01%
142AMERIPRISE FINL INC03076C106200$106,7460.01%
143EXACT SCIENCES CORP30063P1051,997$106,1210.01%
144DEERE & CODE200$101,6980.01%
145DIAGEO PLCDGEAF1,000$100,8400.01%
146STRYKER CORPORATIONSYK250$98,9080.01%
147GUARDANT HEALTH INCGH1,900$98,8760.01%
148CUMMINS INCCMI300$98,2500.01%
149CSX CORPCSX3,000$97,8900.01%
150SCHLUMBERGER LTDSLB2,770$93,6260.01%
151SERVICENOW INCNOW91$93,5560.01%
152LENNAR CORPLEN-B825$91,2540.01%
153BOEING COBA-PA433$90,8020.01%
154CME GROUP INCCME323$89,0260.01%
155WEYERHAEUSER CO MTN BEWY3,413$87,6800.01%
156PARAMOUNT GLOBAL92556H2066,579$84,8700.01%
157VERIZON COMMUNICATIONS INCVZ1,956$84,6370.01%
158NEWMONT CORPNEMCL1,425$83,0210.01%
159CARPENTER TECHNOLOGY CORPCRS300$82,9140.01%
160FEDEX CORPFDX355$80,6960.01%
161APPLIED MATLS INC038222105436$79,8930.01%
162PUBLIC SVC ENTERPRISE GRP IN744573106900$75,7620.01%
163GE HEALTHCARE TECHNOLOGIES IGEHC1,012$74,9590.01%
164PHILLIPS 66PSX625$74,5630.01%
165DIME CMNTY BANCSHARES INC25432X1022,729$73,5130.01%
166FISERV INCFISV400$68,9640.01%
167RTX CORPORATIONRTX456$66,5860.01%
168TORONTO DOMINION BK ONTTORO883$64,8540.01%
169WILLIAMS COS INC9694571001,000$62,8100.01%
170CF INDS HLDGS INC125269100675$62,1000.01%
171MOSAIC CO NEWMOS1,700$62,0160.01%
172ISHARES TR46435G516692$61,7410.01%
173PIMCO MUN INCOME FD72200R1077,712$61,5430.01%
174ISHARES TR464287481428$59,3560.00%
175INTUITINTU75$59,0730.00%
176FABRINETFN200$58,9360.00%
177SKYWORKS SOLUTIONS INCSWKS750$55,8900.00%
178VANGUARD WHITEHALL FDS921946794694$55,5970.00%
179ISHARES TR464287614130$55,1960.00%
180LOEWS CORPL601$55,0880.00%
181ZIMMER BIOMET HOLDINGS INCZBH600$54,7260.00%
182COGNIZANT TECHNOLOGY SOLUTIOCTSH700$54,6210.00%
183INGERSOLL RAND INCIR626$52,0710.00%
184LAMB WESTON HLDGS INCLW999$51,7990.00%
185CENTERPOINT ENERGY INCCNP1,400$51,4360.00%
186ALLEGION PLCALLE333$47,9920.00%
187ORION S.A.OEC4,500$47,2050.00%
188OGE ENERGY CORPOGE1,056$46,8660.00%
189PROGRESSIVE CORP743315103175$46,7010.00%
190MOTOROLA SOLUTIONS INCMSI110$46,2510.00%
191US BANCORP DELUSB-PS1,000$45,2500.00%
192ISHARES TR46432F842542$45,2470.00%
193CDW CORPCDW250$44,6480.00%
194XCEL ENERGY INCXELLL652$44,4020.00%
195ASML HOLDING N VASMLF55$44,0770.00%
196ISHARES INC46434G8631,124$44,0280.00%
197MARRIOTT INTL INC NEW571903202160$43,7140.00%
198DARDEN RESTAURANTS INCDRI200$43,5940.00%
199ROPER TECHNOLOGIES INCROP75$42,5130.00%
200CHURCH & DWIGHT CO INCCHD440$42,2890.00%
201WISDOMTREE TRWT763$42,1490.00%
202DOMINION ENERGY INCD730$41,2600.00%
203YUM BRANDS INCYUM276$40,8980.00%
204KRAFT HEINZ COKHC1,582$40,8480.00%
205CATERPILLAR INCCAT100$38,8210.00%
206UGI CORP NEW9026811051,050$38,2410.00%
207STARBUCKS CORPSBUX416$38,1190.00%
208LOWES COS INC548661107170$37,7180.00%
209ISHARES TR464287473284$37,5280.00%
210INVESCO EXCHANGE TRADED FD TIVZ910$37,1100.00%
211UNITEDHEALTH GROUP INCUNH117$36,4830.00%
212SYLVAMO CORPSLVM726$36,3730.00%
213ISHARES TR464287150269$36,3260.00%
214ALLIANT ENERGY CORPLNT600$36,2820.00%
215CHUBB LIMITEDCB125$36,2150.00%
216WESTAMERICA BANCORPORATIONWABC740$35,8460.00%
217OPEN TEXT CORPOTEX1,200$35,0400.00%
218TARGET CORPTGT350$34,5280.00%
219DELTA AIR LINES INC DELDAL650$31,9670.00%
220DELL TECHNOLOGIES INCDELL252$30,8960.00%
221ISHARES TR46435U663747$30,8740.00%
222CHURCHILL DOWNS INCCHDN300$30,3000.00%
223WELLS FARGO CO NEW94974680425$29,3540.00%
224REGENERON PHARMACEUTICALSREGN54$28,3500.00%
225FOX CORPFOX500$28,0200.00%
226NUSHARES ETF TRNU662$27,7480.00%
227ISHARES TR464287606300$27,3230.00%
228INTEL CORPINTC1,168$26,1670.00%
229FORD MTR CO3453708602,360$25,6060.00%
230LAUDER ESTEE COS INC518439104300$24,2400.00%
231METLIFE INCMET-PF300$24,1260.00%
232PIMCO ETF TR72201R817247$24,0360.00%
233EXCHANGE TRADED CONCEPTS TRU301505707401$23,9720.00%
234GILEAD SCIENCES INCGILD200$22,1740.00%
235BOEING COBA-PA300$20,4000.00%
236DNP SELECT INCOME FD INC23325P1042,000$19,5800.00%
237SKECHERS U S A INC830566105300$18,9300.00%
238FS KKR CAP CORPFSK902$18,7170.00%
239WALGREENS BOOTS ALLIANCE INC9314271081,600$18,3680.00%
240APOLLO GLOBAL MGMT INC03769M106112$15,8900.00%
241COHEN & STEERS TAX ADVAN PFD19249X108800$15,8400.00%
242CORNING INCGLW300$15,7770.00%
243VANGUARD WHITEHALL FDS921946810172$15,5010.00%
244NEWMARK GROUP INCNMRK1,273$15,4670.00%
245NUVEEN FLOATING RATE INCOME67072T1081,823$15,4410.00%
246EVERTEC INCEVTC401$14,4430.00%
247BLACKROCK FLOATING RATE INCOBLK1,094$14,3760.00%
248YUM CHINA HLDGS INCYUMC276$12,3400.00%
249WEC ENERGY GROUP INCWEC116$12,0880.00%
250BAIN CAP SPECIALTY FIN INC05684B107800$12,0320.00%
251MILLROSE PPTYS INC601137102412$11,7470.00%
252KRATOS DEFENSE & SEC SOLUTIO50077B207250$11,6130.00%
253SOLVENTUM CORPSOLV150$11,3760.00%
254VIATRIS INCVTRS1,261$11,2610.00%
255ISHARES INC464286517275$11,1080.00%
256AUTOMATIC DATA PROCESSING INADP36$11,1030.00%
257CANADIAN NAT RES LTD136385101350$10,9900.00%
258ISHARES TR464288737161$10,5270.00%
259ABRDN GLOBAL INFRA INCOME FU00326W106500$10,1900.00%
260ETSY INCETSY200$10,0320.00%
261WESBANCO INCWSBCO300$9,4890.00%
262PUTNAM PREMIER INCOME TRPPT2,529$9,2820.00%
263THE CAMPBELLS COMPANYCPB300$9,1950.00%
264OCCIDENTAL PETE CORP674599105200$8,4020.00%
265AMPHENOL CORP NEW03209510184$8,2950.00%
266WARNER BROS DISCOVERY INCWBD686$7,8620.00%
267LIBERTY BROADBAND CORPLBRDP75$7,3790.00%
268GOLDMAN SACHS PHYSICAL GOLD38150K103225$7,3530.00%
269ISHARES TR46428743273$6,4430.00%
270BLACKROCK INCBLK6$6,2960.00%
271SEALED AIR CORP NEWSE178$5,5240.00%
272EASTMAN CHEM COEMN72$5,3760.00%
273UNIFI INCUFI1,000$5,2200.00%
274GRAINGER W W INC3848021045$5,2020.00%
275NEWSMAX INCNMAX300$4,5390.00%
276SUPER GROUP SGHC LIMITEDSGHC400$4,3880.00%
277ORGANON & COOGN452$4,3760.00%
278T-MOBILE US INCTMUSZ18$4,2890.00%
279COMPASS MINERALS INTL INCCOMP200$4,0180.00%
280THE TRADE DESK INC88339J10550$3,6000.00%
281SIRIUSXM HOLDINGS INC829933100138$3,1700.00%
282COINBASE GLOBAL INCCOIN9$3,1550.00%
283LIBERTY MEDIA CORP DELFWONB32$2,5980.00%
284FOUR CORNERS PPTY TR INC35086T10990$2,4220.00%
285AGILENT TECHNOLOGIES INCA19$2,2430.00%
286HUMANA INCHUM9$2,2010.00%
287ENPHASE ENERGY INCENPH55$2,1810.00%
288LIBERTY MEDIA CORP DELFWONB17$1,7770.00%
289SCHWAB CHARLES CORPSCHW-PJ19$1,7340.00%
290CAMECO CORPCCJ23$1,7080.00%
291KYNDRYL HLDGS INCKD40$1,6790.00%
292OCCIDENTAL PETE CORP67459916281$1,6780.00%
293ALCON AGALC18$1,5900.00%
294S&P GLOBAL INCSPGI3$1,5820.00%
295TRANSDIGM GROUP INCTDG1$1,5210.00%
296MOODYS CORPMCO3$1,5050.00%
297KEYSIGHT TECHNOLOGIES INCKEYS9$1,4750.00%
298ADVANCED MICRO DEVICES INCAMD9$1,2780.00%
299CHEMOURS COCC100$1,1450.00%
300ORACLE CORPORCL-PD5$1,0940.00%
301VISTA ENERGY S.A.B. DE C.V.VSOGF22$1,0520.00%
302HDFC BANK LTDHDB13$9970.00%
303KRANESHARES TRUST50076730629$9960.00%
304ITAU UNIBANCO HLDG S A465562106146$9920.00%
305ISHARES INC46434G82213$9750.00%
306CANADIAN PACIFIC KANSAS CITYCP12$9520.00%
307DENISON MINES CORPDNN517$9410.00%
308NEXGEN ENERGY LTDNXE131$9100.00%
309THERMO FISHER SCIENTIFIC INCTMO2$8110.00%
310OKTA INCOKTA8$8000.00%
311LIBERTY MEDIA CORP DELFWONB8$7600.00%
312NU HLDGS LTDNU55$7550.00%
313SS&C TECHNOLOGIES HLDGS INCSSNC9$7460.00%
314CANADIAN NATL RY CO1363751027$7290.00%
315EXPEDIA GROUP INCEXPE4$6750.00%
316LIBERTY MEDIA CORP DELFWONB8$6360.00%
317NEBIUS GROUP N.V.NBIS11$6090.00%
318CONFLUENT INC20717M10324$5990.00%
319EASTMAN KODAK COKODK100$5650.00%
320ZIMVIE INC98888T10760$5610.00%
321ACV AUCTIONS INCACVA33$5360.00%
322ELASTIC N VESTC6$5060.00%
323GRAPHIC PACKAGING HLDG COGPK24$5060.00%
324ANALOG DEVICES INCADI2$4770.00%
325IQVIA HLDGS INCIQV3$4730.00%
326FIVE BELOW INCFIVE3$3940.00%
327ZOOM COMMUNICATIONS INCZM5$3900.00%
328XPEL INCXPEL10$3590.00%
329SUNRISE COMMUNICATIONS AGSNNRF6$3400.00%
330SUNCOR ENERGY INC NEWSU9$3380.00%
331NEKTAR THERAPEUTICSNKTR13$3360.00%
332SPROTT FDS TRSII7$3360.00%
333LIBERTY GLOBAL LTDLBTYK30$3100.00%
334STMICROELECTRONICS N VSTMEF10$3050.00%
335ATLANTA BRAVES HLDGS INCBATRB6$2810.00%
336WILLSCOT HLDGS CORPWSC10$2740.00%
337XEROX HOLDINGS CORPXRXDW50$2640.00%
338LUMEN TECHNOLOGIES INCLUMN34$1490.00%
339ATLANTA BRAVES HLDGS INCBATRB3$1480.00%
340XP INCXP3$610.00%
341NOKIA CORPNOKBF4$210.00%
342GOPRO INCGPRO25$190.00%